Oh, I forgot - here are some interesting data points.
| Other relevant data points |
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| LCE tonnes deployed globally in cars | 41,240 | Nov-23 | https://www.adamasintel.com/lfp-top-cell-chemistry-driving-lithium-demand/ | 24-Jan-24 |
| LCE tonnes deployed globally in cars | 31,364 | Nov-22 | as above |
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| average amount of LCE kg deployed per EV | 21.9 | Nov-23 | as above -note this figure is much less than the 50 kg LCE/EVgenerally used. |
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| globalpassenger EV sales | 1,890,000 | Nov-23 | https://www.adamasintel.com/ev-slowdown-europe-not-us-china/ | 18-Jan-24 |
| globalpassenger EV sales | 1,750,000 | Nov-22 | as above |
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| (*6) | global Li supply 2023 est as 5.0% spod | 8,276,800 | 2023 | https://www.adamasintel.com/weekly-lithium-lowdown-week-02-2024/ note: based on this statement "20,692 tonnes of 5.0% Li2O spodumene concentrate in calendar Q3. Annualized, this represents roughly ~1% of 2023 estimated global lithium supply." | 12-Jan-24 |
| (*6) | Global Li supply as LCE | 1,022,185 | 2023 | est from above - 0.1235 tonne LCE is 1 tonne 5% spod |
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| global LCE deplyed in Evs | 108,227 | 2023Q3 | https://www.adamasintel.com/lithium-deployed-by-ev-type-q3-2023/ | 4-Dec-23 |
| global LCE deplyed in Evs | 78,425 | 2022Q3 | as above |
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| global LCE deployed in Evs | 38,067 | Sep-23 | https://www.adamasintel.com/lithium-deployed-globally-by-cell-chemistry-september-2023/ | 27-Nov-23 |
| global LCE deployed in Evs | 30,949 | Sep-22 | as above |
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| possible reason for oversupply |
| Sep-23 | https://www.adamasintel.com/change-global-sales-mix-drops-average-ev-nickel-sep-2023/ In September 2023, BEV sales were up 13% year-over-year while PHEV and HEV sales were up 46% and 31%, respectively, over the same period.With inherently smaller batteries, the relatively strong sales growth of PHEVs and HEVs translated to a slight drop in the average EV’s pack capacity | 29-Nov-23 |
| global battery capacity deployed in Evs GWh | 182.8 | 2023Q3 | https://www.adamasintel.com/top-5-ev-countries-battery-capacity-deployed-q3-2023/computed from "China had the highest total battery capacity deployed in newly sold EVs in the third quarter of 2023 at 98.7 GWh, a 16% increase compared to the second quarter of this year and a 30% jump over the same quarter the year prior. Over the same period, China’s share of the global market slid to 54% in Q3 2023, down from 58% a year ago." | 23-Nov-23 |
| global battery capacity deployed in Evs GWh | 130.9 | 2022Q3 | as above |
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| global LCE deployed in Evs | 37,775 | Aug-23 | https://www.adamasintel.com/top-5-ev-oems-lithium-august-2023/ | 11-Nov-23 |
| global LCE deployed in Evs | 24,852 | Aug-22 | as above |
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(20min delay)